Benefits Navigator (Remote) — Client-Focused Enrollment

Lever, Inc.; Blaine (MN); Remote; USD 45,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing specialist for fully remote work in financial services in the United States. You will be paired with a growing team, enrolling and supporting clients who seek guidance and access to suitable services.

Working independently with a proven process, you will engage in training with leaders who stay involved, and focus on clear, human communication to help families navigate benefits conversations.

Qualifications

• Clear and human communication is essential.
• Ability to work independently with minimal supervision.
• Experience in financial services is a plus.

Responsibilities

• Enroll and support clients seeking guidance.
• Collaborate with a growing team and mentors.
• Follow a proven process to guide client discussions.
• Engage in benefits conversations and provide clear information.

Skills

Clear communication

Self-motivation

Process-oriented

Benefits conversation

Job description

Lever, Inc. is seeking a client-facing specialist for fully remote work in financial services in the United States. You will be paired with a growing team, enrolling and supporting clients who seek guidance and access to suitable services.

Working independently with a proven process, you will engage in training with leaders who stay involved, and focus on clear, human communication to help families navigate benefits conversations.